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NewEdge Advisors, LLC: IVE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of NewEdge Advisors, LLC on IVE, newest first. How the timeline and the estimate are built.

NewEdge Advisors, LLC held 808,622 IVE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 808,622 shares
    Change vs previous 13F -50,294 shares

    0.55% of the 13F portfolio, value $183,605,598.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 858,916 shares
    Change vs previous 13F -56,305 shares

    0.66% of the 13F portfolio, value $181,359,972.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 915,221 shares
    Change vs previous 13F +211,545 shares

    0.7% of the 13F portfolio, value $194,090,673.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 703,676 shares
    Change vs previous 13F -7,657 shares

    0.66% of the 13F portfolio, value $145,316,252.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 711,333 shares
    Change vs previous 13F -22,539 shares

    0.72% of the 13F portfolio, value $139,008,562.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 733,872 shares
    Change vs previous 13F +250,790 shares

    0.83% of the 13F portfolio, value $139,861,475.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 483,082 shares
    Change vs previous 13F +142,540 shares

    0.55% of the 13F portfolio, value $92,210,612.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 340,542 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $67,144,301.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).